Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 10, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 48
- 0 vs. Q4 2025
- Portfolio value
- $380.2M
- −$4.02M (−1.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,418,428 | $154.2M | 40.6% | +102,457+3.1% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,219,756 | $47.5M | 12.5% | +11,759+1.0% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 485,989 | $38.4M | 10.1% | −31,397−6.1% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,093,683 | $37.0M | 9.7% | +12,084+1.1% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 143,135 | $14.2M | 3.7% | −389−0.3% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 272,766 | $12.5M | 3.3% | −15,438−5.4% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 103,929 | $11.0M | 2.9% | −1,535−1.5% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 202,211 | $9.49M | 2.5% | −12,397−5.8% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 186,180 | $6.24M | 1.6% | −2,693−1.4% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 228,137 | $5.93M | 1.6% | −7,017−3.0% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 111,810 | $5.66M | 1.5% | +41,785+59.7% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,398 | $4.97M | 1.3% | −40.0% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 74,097 | $3.36M | 0.9% | −15,616−17.4% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 102,618 | $2.63M | 0.7% | −6,111−5.6% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 38,375 | $2.46M | 0.6% | −1,661−4.1% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,169 | $2.22M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,584 | $2.11M | 0.6% | −285−4.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 9,057 | $1.58M | 0.4% | +1,084+13.6% | Added | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 13,965 | $1.53M | 0.4% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,600 | $1.47M | 0.4% | −2,862−14.7% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 28,435 | $1.36M | 0.4% | −10,988−27.9% | Reduced | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 35,802 | $1.22M | 0.3% | −35,579−49.8% | Reduced | – |
| AAPLApple Inc. | Stock | 4,700 | $1.19M | 0.3% | +755+19.1% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,571 | $938.8K | 0.2% | +14+0.9% | Added | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 19,314 | $896.7K | 0.2% | +23+0.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,299 | $881.0K | 0.2% | −828−4.8% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 826 | $823.1K | 0.2% | +826 | New | History |
| TSLATesla, Inc. | Stock | 2,030 | $754.7K | 0.2% | +187+10.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,300 | $687.3K | 0.2% | +408+14.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,320 | $667.2K | 0.2% | +280+13.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,505 | $647.6K | 0.2% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 23,143 | $580.9K | 0.2% | +240+1.0% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 5,315 | $470.3K | 0.1% | +123+2.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 1,128 | $417.7K | 0.1% | +365+47.8% | Added | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 8,174 | $374.1K | 0.1% | −1,226−13.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 556 | $361.8K | 0.1% | +8+1.5% | Added | History |
| APHAmphenol Corp | CL A | 2,686 | $339.4K | 0.1% | −104−3.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 3,446 | $331.3K | 0.1% | +306+9.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 1,897 | $321.8K | 0.1% | +1,897 | New | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,843 | $311.6K | 0.1% | +136+2.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 544 | $311.3K | 0.1% | +82+17.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 598 | $286.6K | 0.1% | +52+9.5% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 11,413 | $282.5K | 0.1% | 00.0% | Unchanged | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $273.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,125 | $244.5K | 0.1% | −8−0.7% | Reduced | – |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 5,147 | $242.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,192 | $238.9K | 0.1% | +10+0.5% | Added | – |
| GOOGAlphabet Inc. | Stock | 732 | $209.8K | 0.1% | +732 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $325.2K |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,130 | $328.0K | 0.1% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,330 | $206.7K | 0.1% | – |
| ANGXAngel Studios, Inc. | Stock | 27,859 | $130.1K | <0.1% | History |